Geneos Wealth Management’s Kandi Technologies Group KNDI Stock Holding History

Geneos Wealth Management’s Portfolio KNDI Stock Details KNDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-350	Closed	-$2K	–	2994
2021 Q1	$2K	Hold	350	–	–	﹤0.01%	2898
2020 Q4	$2K	Hold	350	–	–	﹤0.01%	2703
2020 Q3	$2K	Hold	350	–	–	﹤0.01%	2417
2020 Q2	$1K	Buy	+350	New	+$1.15K	﹤0.01%	2477
2020 Q1	–	Sell	-3,850	Closed	-$18K	–	2551
2019 Q4	$18K	Hold	3,850	–	–	﹤0.01%	1731
2019 Q3	$18K	Hold	3,850	–	–	﹤0.01%	1656
2019 Q2	$18K	Hold	3,850	–	–	﹤0.01%	1679
2019 Q1	$21K	Sell	3,850 -3,000	-44%	-$18.6K	﹤0.01%	1546
2018 Q4	$25K	Buy	6,850 +3,000	+78%	+$13.8K	﹤0.01%	1403
2018 Q3	$18K	Hold	3,850	–	–	﹤0.01%	1621
2018 Q2	$16K	Buy	+3,850	New	+$19.4K	﹤0.01%	1542

Other funds holding KNDI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Geneos Wealth Management's KNDI Position: Q2 2021 in Review

Geneos Wealth Management sold out of Kandi Technologies Group (KNDI) in Q2 2021, closing a stake of 350 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in KNDI in Q2 2018 and held it in 11 quarters. The position peaked at $25K in Q4 2018. 72 funds tracked by Wall St. Rank hold KNDI as of Q2 2021.

Geneos Wealth Management reported no remaining Kandi Technologies Group position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 350 Kandi Technologies Group shares in Q2 2021, an estimated $2K.
Geneos Wealth Management first reported a position in Kandi Technologies Group in Q2 2018 and held it in 11 quarters.
Geneos Wealth Management's Kandi Technologies Group position peaked at $25K in Q4 2018.
72 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.